Simplicity Wealth,LLC 13F: New $16M Stake in ExxonMobil (XOM)

Simplicity Wealth, LLC opened a new stake in ExxonMobil Holdings Corporation XOM, purchasing 99,930 shares valued at about $16.3 million. The fund disclosed the investment in a Form 13F filing with the SEC on October 23, 2026.

XOM ExxonMobil Holdings Corporation

$183.21 ▲ +52.37% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Simplicity Wealth's ExxonMobil Position

The newly acquired position gives Simplicity Wealth a fresh holding of 99,930 shares in the energy giant. The reported value of the stake reached $16.3 million based on the portfolio disclosures for the period.

Other Institutional Activity in ExxonMobil

Quilter grew its holdings by 664,601 shares, ending with 664,601 shares worth about $108.2 million. Accurate Wealth Management added a new block of 104,043 shares, finishing with 104,043 shares valued at about $18.1 million. NTV Asset Management lifted its holdings by 5,943 shares, or about 8.6%, ending with 75,193 shares worth about $12.2 million. Retirement Investment Advisors grew its holdings by 36,863 shares, ending with 36,863 shares worth about $6.0 million. RMR Wealth Builders added 46,241 shares, finishing with 46,241 shares worth about $7.5 million.

ExxonMobil Holdings Corporation Stock Up 2.9%

ExxonMobil shares recently traded around $183.21 as of October 24, 2026, roughly equal to the closing price of $183.21 on the filing date. The stock trades above its 50-day moving average of $165.29 and its 200-day moving average of $152.83, and sits near its 52-week high of $180.31.

Recent Earnings

ExxonMobil reported trailing twelve month revenue of $361.06 billion alongside earnings of $7.77 per share. The company posted a net profit margin of 9.1% and a return on equity of 12.6%, with its next earnings report scheduled for October 30, 2026.

Dividend

The company pays an annual dividend of $4.12 per share, yielding 2.31% with a payout ratio of 52.5%.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Officer Darrin L Talley completed several transactions earlier in the year. On February 2, 2026, Talley disposed of 5,000 shares valued at $698,753. Later, on February 9, 2026, Talley sold 3,230 shares at an average price of $149.18 for a total value of $481,835. On March 2, 2026, Talley sold 2,150 shares at $157.82 per share, totaling $339,313. Finally, on March 16, 2026, Talley sold 1,080 shares at $155.50 for a total value of $167,935.

Analysts Set New Price Targets

Piper Sandler maintained a Neutral rating on September 3, 2026, lifting its target from $158.00 to $185.00. TD Cowen maintained a Buy rating on September 28, 2026, raising its target from $168.00 to $180.00. Wells Fargo downgraded the stock to Equal-Weight with a $182.00 target on October 1, 2026. Morgan Stanley maintained an Overweight rating on October 15, 2026, boosting its target from $177.00 to $185.00. Barclays maintained an Overweight rating on October 19, 2026, raising its target from $177.00 to $200.00. Overall, the stock holds a consensus Buy rating across 22 analyst opinions with a mean price target of $179.41.

About ExxonMobil

ExxonMobil Holdings Corporation explores for and produces crude oil and natural gas globally, operating through segments that include upstream exploration, energy products, chemicals, and specialty items. Headquartered in Spring, Texas, the firm supplies fuels, lubricants, and petrochemicals worldwide.

Bottom Line

Investors are keeping an eye on the upcoming earnings report on October 30, 2026, to see how upstream and energy product segments perform. Institutional filings and ongoing analyst updates will continue to shape expectations for the energy major in the coming quarters.